Here to Help You Understand
One of the benefits of working with us at Greenway Financial is our ability to provide clear, easily understood explanations of financial products and services. The personalized program that we can provide is a roadmap to working toward a more secure financial future. As you'll learn, we're experienced--we've been working with individuals and businesses in the
community for many years. Each of our agents has extensive personal and professional experience, and many hold various professional designations. Our qualified representatives are licensed to sell a variety of investment and insurance products to meet your specific needs and objectives. Most importantly, we're dedicated to developing lasting relationships with our clients. To that end, we're committed to helping you assess your financial goals and participating in the management of your finances.
We’re looking forward to using our expertise to help you pursue your financial goals!
community for many years. Each of our agents has extensive personal and professional experience, and many hold various professional designations. Our qualified representatives are licensed to sell a variety of investment and insurance products to meet your specific needs and objectives. Most importantly, we're dedicated to developing lasting relationships with our clients. To that end, we're committed to helping you assess your financial goals and participating in the management of your finances.
We’re looking forward to using our expertise to help you pursue your financial goals!
Dan Roemerman, BA, CDHP
President
Daniel Roemerman, President of Greenway Financial Advisory Group, has provided financial and insurance planning advice to both the business community and residents of Missouri and Illinois over the last 28 years. He holds his Series 7 and Series 66 licenses and is a Registered Representative with Center Street Securities, a registered broker/dealer that is a member of FINRA & SIPC, and an Investment Adviser Representative with Center Street Advisors and SEC Registered Investment Adviser. He also holds his life, health, property and casualty licenses.
With his Series 7 License, Daniel is fully compliant and licensed to conduct Investment Advisory Services at the highest level of the securities industry.
Born and raised in the St. Louis area, Daniel attended grade school at All Souls Parish in Overland, Missouri. Upon graduating from CBC High School, he obtained his Bachelor’s degree from the University of Missouri-St. Louis. Daniel, his wife, Melissa, and his 11-year old daughter, Julia, currently reside in Lake St. Louis. During his spare time, he enjoys chess, reading, boating, traveling, golfing, and partaking in Taekwondo with Julia.
Daniel went into business for himself in his early twenties. Over the last 28 years, he has grown his Greenway Financial into one of the largest insurance agencies in the state of Missouri. Additionally, his practice has an A+ rating with the Better Business Bureau, or BBB, exemplifying integrity and high ethical standards. He currently focuses all his time, energy, and effort working the financial service side of his practice, while his active agents and employees tend to his clients’ insurance needs.
Daniel has dedicated his practice to serving the needs of both individuals and business owners. He specializes in building portfolios focused on wealth preservation and the idea of maximum distribution of income for retires and pre-retirees. He is extremely creative when it comes to designing plans maximizing growth, increasing yield, and mitigating risk.
He is not afraid to make individual stock and bond recommendations, for they have proven to be an essential component to his clients’ overall maximization of growth. Daniel offers proper guidance and good, sound advice for individuals seeking fiduciary counseling and financial planning recommendations.
With his Series 7 License, Daniel is fully compliant and licensed to conduct Investment Advisory Services at the highest level of the securities industry.
Born and raised in the St. Louis area, Daniel attended grade school at All Souls Parish in Overland, Missouri. Upon graduating from CBC High School, he obtained his Bachelor’s degree from the University of Missouri-St. Louis. Daniel, his wife, Melissa, and his 11-year old daughter, Julia, currently reside in Lake St. Louis. During his spare time, he enjoys chess, reading, boating, traveling, golfing, and partaking in Taekwondo with Julia.
Daniel went into business for himself in his early twenties. Over the last 28 years, he has grown his Greenway Financial into one of the largest insurance agencies in the state of Missouri. Additionally, his practice has an A+ rating with the Better Business Bureau, or BBB, exemplifying integrity and high ethical standards. He currently focuses all his time, energy, and effort working the financial service side of his practice, while his active agents and employees tend to his clients’ insurance needs.
Daniel has dedicated his practice to serving the needs of both individuals and business owners. He specializes in building portfolios focused on wealth preservation and the idea of maximum distribution of income for retires and pre-retirees. He is extremely creative when it comes to designing plans maximizing growth, increasing yield, and mitigating risk.
He is not afraid to make individual stock and bond recommendations, for they have proven to be an essential component to his clients’ overall maximization of growth. Daniel offers proper guidance and good, sound advice for individuals seeking fiduciary counseling and financial planning recommendations.
Susan Allman
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Karen Krueger
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Through strategic planning, our philosophy is to give our clients safe and sound investment advice, protecting their wealth, while growing assets. |
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Feel free to call us anytime you have a question. We hope to hear from you.
(800)750-7581
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1410 Triad Center Dr.
St. Peters, Missouri 63376 (800) 750-7581 |
Securities offered through Center Street Securities, Inc.(CSS), a registered Broker-Dealer & member FINRA & SIPC. Investment Advisory Services offered through Center Street Advisors, Inc. (CSA), an SEC Registered Investment Advisor. Greenway Financial Group, CSA and CSS are independent entities. No part of this communication should be construed as an offer to sell any security or provide investment advice or recommendation. Securities offered through Center Street Securities, Inc. will fluctuate in value and are subject to investment risks including possible loss of principal. Please be advised that presently Daniel Roemerman holds FINRA Series 7 and State 66 licenses in Arizona, Illinois and Missouri. For residents of other states in which registration is not held, proper licenses and registrations must be obtained by Daniel Roemerman before proceeding further.
© Copyright 2021 Greenway Financial Group. All Rights Reserved.
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